Institute for Wealth Management’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Institute for Wealth Management’s Portfolio QDVO Stock Details QDVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34K	Buy	+1,138	New	+$33.6K	﹤0.01%	986

Other funds holding QDVO

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Institute for Wealth Management's QDVO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Amplify CWP Growth & Income ETF (QDVO) in Q2 2026: 1,138 shares worth $34K. The stake represents ﹤0.01% of the portfolio and ranks #986 among its holdings.

29 funds tracked by Wall St. Rank hold QDVO as of Q2 2026.

Institute for Wealth Management held 1,138 shares of Amplify CWP Growth & Income ETF worth $34K as of Q2 2026.
Amplify CWP Growth & Income ETF was a new Institute for Wealth Management position in Q2 2026.
Amplify CWP Growth & Income ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #986 holding.
29 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.